Starting with flow you need to have 3 thing in your mind.
- Template – Decide the template which would be used for the flow.
- Trigger – Event which would trigger the workflow.
- Actions – Set of actions which will be performed when the criteria are met.
Login to Microsoft Flow site.
Scrolling down the page you will find few sets of services. If the service for which you are looking for is not present in the list, click on See all option. This will navigate you to the page where you can find all the services which are currently present with Microsoft.
Click on the service and select the template.
If the required template is not present. You can create your template from My flows.
Today I am going to create a flow which will send an email notification whenever an account is created in Microsoft Dynamics 365 application.
Clicking on Create form blank option will redirect you to the page where you can find multiple triggers. Choose a trigger to get started with the flow.
Select the CRM Organization under Organization Name field. This will populate all the entities respective to the selected organization under Entity name field.
Choose the CRM entity under Entity name. The flow would only trigger whenever a record is created under the selected CRM entity.
Click on add New step button.
I am going to receive email notification on my outlook account therefore I am searching for Outlook, select the mail option Outlook.com
Now, select Send an email option for sending the notification when an account is created in CRM.
Enter the Email address in “To” field which would get the email notification for every Account which gets created in CRM. Enter the Email Subject in the “Subject” field.
Microsoft flow provides you the ability to add the dynamic content by clicking on the Add dynamic content option as shown below:
Click on Show advanced options and select Yes under Is HTML field.
Go to mail Body and enter the text as shown in the below image:
<A href> tag is used for specifying a link destination. For now, I have provided the link of CRM Organization. Clicking on the link with navigate you to CRM homepage.
<A HREF= ‘https://orgname.crm8.dynamics.com/main.aspx’>Click Here for details</A>
Account AccountName has been created in CRM.
Please verify and approve it.
<A HREF= 'https://orgname.crm8.dynamics.com/main.aspx'>Click Here for details</A>
Now here is a trick for opening CRM record directly from the mail.
Login to CRM, open Account record. Get the Account record URL.
You would get the URL like the below URL which would contain the record GUID.
Replace the Account GUID by adding dynamic content Account (which contain the Unique Identifier of Account). Please refer the below screenshot.
'https:// orgname.crm8.dynamics.com/main.aspx?etc =1&extraqs=&histKey=675913679&id =%7bAccount%7d&newWindow=true&pagetype=entityrecord#799476899'
Click the Save button and then hit the Test button for testing the flow.
Select the option as I’ll perform the trigger action. Click Test.
Go to Dynamics CRM and create a new Account.
Navigate back to flow and Check the flow status.
Login to Outlook.com and check there should be an email in your Inbox.
Clicking on Click Here for details hyperlink will navigate the user to CRM Application and open Apple Inc. account record.